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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
RCP
6351
RPM Capital Partners
New York
$141M +$20.8M +17% 17.3% 1 0%
ALWM
6352
Andrews Lucia Wealth Management
California
$141M -$1.99M -1% 6.52% 59.7% 27 0%
LFS
6353
Leibman Financial Services
Nebraska
$141M +$6.22M +5% 4.85% 63 20.63%
HWMC
6354
Heritage Wealth Management (California)
California
$141M +$4.79M +4% 5.57% 130 10.77%
IIM
6355
InTrack Investment Management
Vermont
$141M +$479K +0.3% 5.64% 84.9% 134 12.69%
BMD
6356
Better Money Decisions
New Mexico
$141M +$8.07M +6% 5.49% 32.7% 67 7.46%
UOMF
6357
University of Maryland Foundation
Maryland
$141M +$47.1M +50% 6.63% 51.2% 7 14.29%
SCGM
6358
Starwood Capital Group Management
Florida
$141M +$101M +249% 11.5% 16.2% 7 57.14%
MFG
6359
Mosaic Financial Group
Illinois
$141M +$1.61M +1% 6.34% 137 17.52%
ACM
6360
Ategra Capital Management
Virginia
$141M +$21.5M +18% 14.6% 114% 27 29.63%
AA
6361
Atmos Advisory
Pennsylvania
$141M +$12.9M +10% 6.25% 30.2% 20 0%
MWM
6362
Magnolia Wealth Management
Alabama
$141M +$8.2M +6% 6.05% 45.4% 13 15.38%
HPCM
6363
Hein Park Capital Management
New York
$141M +$12.7M +10% 15.5% 122% 3 0%
SC
6364
Schubert & Co
Texas
$141M +$23.2M +20% 14% 47.3% 67 53.73%
TGM
6365
Tenzing Global Management
California
$141M -$15.7M -10% 12.7% 273% 24 45.83%
MPW
6366
MGO Private Wealth
California
$140M -$18.7M -12% 4.74% 51.5% 84 30.95%
MCA
6367
Martin Capital Advisors
Texas
$140M +$7.04M +5% 6.24% 117% 67 1.49%
BIA
6368
Benchmark Investment Advisors
Illinois
$140M +$2.23M +2% 2.54% 93 11.83%
EFG
6369
Ehrlich Financial Group
California
$140M +$13.5M +11% 4.92% 128 37.5%
AFP
6370
Alpha Financial Partners
Kentucky
$140M +$24.7M +21% 4.92% 61.8% 159 86.16%
SWIM
6371
Smallwood Wealth Investment Management
New Jersey
$140M +$10.7M +8% 6.93% 67.4% 74 14.86%
SA
6372
SFI Advisors
New Jersey
$140M +$10.3M +8% 6.8% 82.9% 88 28.41%
MFFIA
6373
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$140M +$1.46M +1% 4.74% 136% 73 12.33%
HFW
6374
Horizon Family Wealth
Illinois
$140M +$8.83M +7% 5.62% 68.6% 84 15.48%
FFWM
6375
Future Financial Wealth Management
Ohio
$140M +$26.3M +23% 5.71% 59.5% 470 73.83%